Crane Investments Inc

Crane Investments Inc, based in Laguna Beach, CA, has been providing investment advisory services since 1992 and operates as a registered investment adviser. The firm is equally owned by Barbara Crane and Peter Crane. Services offered include asset management, financial planning, and consulting tailored to individual client needs. Asset management involves creating portfolios with various securities, regularly reviewed and rebalanced. Financial planning services cover areas such as investment, retirement, estate planning, and more. The firm charges asset management fees based on a percentage of assets under management, with rates ranging from 2.00% to negotiable for different asset levels. Financial planning services are billed hourly or with flat fees ranging from $1,500 to $10,000. Clients may incur transaction charges and other expenses separately. Crane Investments Inc acts as a fiduciary, committed to providing full disclosure and acting in the best interests of clients. The firm does not charge performance-based fees and does not engage in commissionable securities sales. Clients have the option to grant investment discretion, allowing the firm to execute transactions on their behalf. The firm recommends the use of Charles Schwab & Co., Inc. as a custodian and broker. Clients have the opportunity to review their accounts at least annually, with additional reviews triggered by specific events. The firm and its management have no disciplinary history and do not have compensation arrangements with issuers of securities. As a fiduciary, Crane Investments Inc prioritizes client interests above all.